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3 steps for successful automation in business operations

Are you considering deploying automation in business operations across your organization? Perhaps you’ve already selected a process automation platform and need a little help getting started? Whatever stage you’ve reached in your automation journey, there’s always room for learning and improvement.

That’s why we’d like to reveal a three-step framework that will show you how to automate your business processes successfully and make this technology really deliver all it can for your organization.

Reimagine, optimize, and transform business operations

Our framework is designed to take you through automation in business operations from end to end, starting with strategy, moving to implementation, and then the continuous reporting benefits of automation. Before we start exploring each step, let’s look at a summary of all three:

  1. Reimagine: identify which processes are working well and which aren’t
  2. Optimize: re-engineer your processes so that they will perform better
  3. Transform: evaluating the results and continuing to build on them

Whenever you’re wondering how to automate your business processes, this simple framework will usually serve you well. Consider it the foundation of your process automation practices – to be followed by others in your organization as they start to reimagine, optimize, and transform the way they work.

So, without further ado, let’s start with the first step:

1. Reimagine your business processes

The first stage of practically any project is, of course, the planning. When it comes to automating business processes, planning is a great way to scope your requirements and identify areas that need improvement. The best way to form your plan is by first capturing a picture of what your business processes look like right now. The good, the bad, and the ugly parts of your processes. This helps you figure out exactly how you want them to after you implement an automated solution.

Business process mapping (BPM) software will help you to gain this insight. With a solution like Nintex Promapp®, you can “map” your processes and see all the steps, elements, and considerations involved. You’ll be able to see what’s working, what isn’t, and where issues or delays may occur. Then you’ll be able to start imagining how your business processes could be improved and enhanced using process automation.

2. Optimize processes as much as possible

Once you’ve analyzed your business processes and planned out how you want to reinvent them, it’s time to put those learnings and decisions into practice. The beauty of a modern workflow automation platform like the Nintex Process Platform is that it really puts your processes in your hands.

What do we mean by that? Nintex is an industry-leading low-code automation platform, which means that any dependence on complex code is minimized.

It means that everyday business users are able to have a greater role and insight into the processes across your organization. They can easily become process experts, and they know what will work, what won’t, and suggest where you can implement improvements that may not have been considered before. And, because it’s a simple but powerful low-code platform, it’s easy to tweak your processes after deployment if you discover that further enhancements can be made.

Want to see our process automation platform for yourself?

3. Transform and continuously improve

Having creating a few new workflows and making processes more efficient, many would be tempted to call it a day. However, transformation isn’t a one-off process but a continuous one – your work isn’t over yet. It’s crucial to monitor and evaluate how successful your digitized business processes actually are.

Consulting the people who use your workflows is important. As mentioned before,

they’ll be the best people to provide insights on what’s working well and what isn’t. But today’s sophisticated business analytics technology can provide an up-to-date overview of usage and highlight any issues. So, if usage is low, you might decide that a greater push for adoption is needed, for instance. Or if errors are highlighted, you’ll see right where they are and know how to fix them.

RPA: a powerful tool for transformation

Analytics can be especially useful in locating “bottlenecks” – places where processes can slow down or stop altogether due to some kind of defect or challenge. In these instances, if the challenge is simply due to a heavy workload of manual tasks, you could consider introducing robotic process automation (RPA). This technology uses software robots (“bots”) to complete repetitive manual tasks quickly and accurately, taking the pressure off human workers, speeding up processes, and eliminating bottlenecks.

Time to succeed with automation in business operations

We hope this framework is useful and helps you to make the most of process automation, so your business can achieve the full benefit. With time and practice, following this three-step “reimagine, optimize, transform” framework will become instinctual whenever you’re using automation in business operations – and, as described earlier, a set of foundational best practices for everyone in your organization. We wish you success in your automation journey.



If you’d like to discuss how Nintex can help you succeed with process automation, let’s talk. Get in touch with us today.



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